On desktop? Click HERE for the desktop help article.
Adding client information using the mobile app is easy.
To add a new client manually
Open the app and tap Menu.
Tap Clients.
Tap the blue + sign.
Fill in Client Details like business name, ABN, address, currency, invoicing prefix, payment terms, hourly rate, notes, and assign a colour.
Add Contact Details including name, email, phone, and optional logo.
Click Save to store everything.
NOTE: To edit a client later, tap the client’s name and update the details.
Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!